+32.8%
SMTC vs PRU
+41.9%
-9.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.1% | -4.3% |
| 7D | +30.5% | 0.0% | +30.5% | +30.4% |
| 30D | -30.9% | +7.9% | -38.8% | -35.5% |
| 3M | -14.7% | +0.9% | -15.6% | -16.7% |
| 6M | -9.6% | +22.4% | -31.9% | -24.9% |
| YTD | +62.1% | +12.7% | +49.4% | +42.7% |
| 1Y | +66.6% | +19.6% | +47.0% | +39.6% |
| 3Y | +718.1% | +54.0% | +664.1% | +456.3% |
| 5Y | +32.8% | +41.0% | -8.2% | -3.4% |
| All | +32.8% | +41.9% | -9.1% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PRU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling